Plan Ledger DOL Form 5500 · updated monthly

Intrepid Group, Inc.401(k)

INTREPID GROUP, INC. 401(K) PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Intrepid Group, Inc. reported $157,690 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $15,873 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.33% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 120th-largest of 902 plans among Alabama employers on file, and the 2,312th of 11,654 in professional & technical services. In 2024, the employer put in $1.95 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$61,694,687
Participants with balances499
Active participants370
Employer contributions$5,872,856
Employee contributions$3,014,994
Employer contribution per active participant$15,873
Average account balance$123,637
Benefits paid to participants$4,338,784
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$61.7M · 499 accts · $5.9M emplr
2023$46.3M · 462 accts · $5.9M emplr
2022$33.3M · 430 accts · $5.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,859
Total administrative$157,690
The Intrepid Group, Inc. 401(k) match · 2024
Employer contribution per active participant$15,873
Median for plans this size$3,635
2024$15,873 per active participant
2023$16,678 per active participant
2022$15,512 per active participant

Intrepid Group, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$57,947

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$157,690 · 0.29%
2023$113,847 · 0.29%
2022$111,839 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Alabama
Avion Solutions, Inc. AL$61.9M · 0.24%
Fullsteam Personnel LLC AL$61.8M · 0.58%
Goodwyn Mills Cawood, LLC AL$54.6M · 0.32%
Nlogic, Inc. AL$54.4M · 0.01%
Sigmatech, Inc. AL$49.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264834060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.